IWA
Inspirion Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-34,149
| Closed | -$907K | – | 81 |
|
|
2020
Q2 | $907K | Sell |
34,149
-1,924
| -5% | -$51.1K | 0.36% | 28 |
|
|
2020
Q1 | $788K | Sell |
36,073
-20,542
| -36% | -$449K | 0.39% | 29 |
|
|
2019
Q4 | $1.85M | Buy |
56,615
+937
| +2% | +$30.6K | 0.62% | 23 |
|
|
2019
Q3 | $1.67M | Buy |
55,678
+1,032
| +2% | +$31K | 0.73% | 21 |
|
|
2019
Q2 | $1.67M | Buy |
54,646
+3,694
| +7% | +$113K | 0.72% | 21 |
|
|
2019
Q1 | $1.54M | Buy |
50,952
+4,332
| +9% | +$131K | 0.68% | 21 |
|
|
2018
Q4 | $1.23M | Sell |
46,620
-118
| -0.3% | -$3.11K | 0.61% | 22 |
|
|
2018
Q3 | $1.55M | Buy |
46,738
+7,449
| +19% | +$248K | 0.66% | 24 |
|
|
2018
Q2 | $1.27M | Buy |
39,289
+8,296
| +27% | +$268K | 0.6% | 24 |
|
|
2018
Q1 | $927K | Buy |
+30,993
| New | +$927K | 0.45% | 28 |
|